I'm trying to run campaigns targeting contacts with low sales activity, but I'm running into an issue with filtering. In the “Number of sales activities” contact field, some contacts show 0 , while others show a dash (–) . I understand that 0 Leer más

Hi, I'd like to use the meeting scheduler functionality to see when a specific team member is available. When my BDRs reach out to leads, they aim to book a meeting for the sales rep. This means they need to suggest some times that Sales Rep is av Leer más

I'm looking for help with a simple workflow. The workflow should do as follows: 1. Trigger when someone fills our form "Newsletter" 2. Add contact to a static list called "Newsletter sign-ups" Branch 3a. If lead source is empty 3a. Set lead Leer más

I am trying to create a report of monthly deals created by the deal source. I'm struggling for some reason. It should be identical to this char that is monthly MQLS per month, by lead source. Can anyone help!?